Oppenheimer Top Ideas Monthly: Consumer and Business Services

This Morning, Oppenheimer came out with their 32 best ideas, broken down by sector. Here are their best ideas in Consumer & Business Services Global Payments

: We are attracted to GPN's business model, characterized by high recurring revenue, long-term contracts and relatively predictable earnings/free cash flow. Landstar System

: With the company differentiated by industrial end-market exposure, we anticipate operating margin to expand through the high-40s over the coming years. SONIC

: A powerful wave of self-help drivers and an exclusive 7% free cash flow yield are foundation of our bullish stance. Home Depot

: We view HD as well positioned to capitalize upon improving demand trends in the home improvement sector and over time surprise investors with solid and persistent comp and EPS upside. Abercrombie & Fitch

: ANF still has a strong balance sheet and generates healthy cash flow, and we like the changes the company is making, including targeted SG&A expense cuts ($175M-plus). The Kroger Co.

: KR's strategy has clearly begun to resonate, with results outpacing other publicly-traded grocers' and the overall supermarket category data lately.